The Macro Intelligence Report (MIR) acts as a space-grade industrial sized noise filter for the financial and economic state of the world. Think of it as your own Central Investment Intelligence Agency (CIIA) whose sole purpose is to provide you, the Investment Commander, with an unmatched quality assessment of the risks to your capital… and just as importantly, give you lucrative targets to deploy your capital towards.

Every report contains the following:

  • A discussion of the dominant macro trends and themes
  • An around the world look at various political and economic developments affecting markets
  • A quantitative overview of the risks and opportunities among different asset classes
  • A deep dive into what we believe are the most promising investment ideas
  • An assessment of systemic risks and where we currently stand in the macro / business cycle

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